BWA
BlueChip Wealth Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Hold |
13,634
| – | – | 0.17% | 109 |
|
|
2025
Q1 | $330K | Hold |
13,634
| – | – | 0.16% | 112 |
|
|
2024
Q4 | $303K | Sell |
13,634
-9,986
| -42% | -$222K | 0.17% | 102 |
|
|
2024
Q3 | $575K | Hold |
23,620
| – | – | 0.3% | 69 |
|
|
2024
Q2 | $527K | Sell |
23,620
-8,823
| -27% | -$197K | 0.31% | 68 |
|
|
2024
Q1 | $739K | Hold |
32,443
| – | – | 0.48% | 45 |
|
|
2023
Q4 | $722K | Buy |
+32,443
| New | +$722K | 0.51% | 47 |
|